Why You Need an Industry-Specific CRM in 2025
The buy-side investment landscape is transforming rapidly, demanding that your firm’s CRM software evolve just as quickly to stay ahead. With increasing competition, deeper client expectations, and evolving regulatory frameworks, having the right CRM software solution will be non-negotiable for staying ahead. An industry-specific CRM can simplify workflows, maintain compliance, and address the unique needs […]
How Often Should Your Firm Conduct CRM Assessments?
Customer Relationship Management (CRM) systems are critical to the ongoing success of many investment firms. From buy-side investors and asset managers to portfolio managers navigating complex deal flows, a robust CRM solution can make all the difference. However, merely using a CRM isn’t enough—it’s essential to assess its performance through regular CRM health checks regularly. […]
Start the Year Strong with Satuit CRM
Free CRM Assessment for Buy-Side Investors in Q1 2025 We’re excited to kick off 2025 with a special offer tailored to buy-side investors. From hedge funds and institutional asset managers to private equity and real estate investors, Satuit is dedicated to helping you drive effective relationship management, deal flow, pipeline management, compliance, and more. To […]
Best Practices for CRM Onboarding
Streamlining investor onboarding is essential for building strong client relationships and staying competitive. The key to success in this area begins with effectively leveraging a client relationship management (CRM) system. A well-executed CRM onboarding process can lead to a number of benefits, many of which involve improved productivity and data accuracy. This blog will explore […]
2024 Recap: Milestones, CRM Updates, & What’s Next
2024 has been a transformative year for Satuit – one that was marked by significant milestones, exciting product updates, and expanded community engagement. Whether you’re a dedicated Satuit user, partner, or part of our wider community, you’ll see the dedication we’ve shown to delivering value and driving growth. Here’s a look back at some of […]
Navigating Niche Investment Strategies with Configurable CRM Solutions
Niche investment firms face unique challenges that go beyond what traditional CRMs can handle. Unlike standard CRM systems designed for broad applications, niche firms require solutions with configurable structures, workflows, and data fields to manage their distinct strategies and client types effectively. A one-size-fits-all CRM often lacks the flexibility to support unique data metrics, compliance […]
A Guide to Investor CRM Integrations
For buy-side asset managers, and other investment finance professionals, maintaining strong and efficient investor relations is paramount. At the heart of this effort is the effective use of CRM integrations. These technologies streamline processes and enhance communication, making them indispensable for core activities like relationship management, sales, client communication, and more. This guide explores the […]
Vendor Management: Best Practices for Streamlining & Optimizing Workflows
The ability to effectively manage vendors in buy-side investment and asset management is critical to maintaining relationships as well as achieving streamlined operations. This process involves selecting and onboarding vendors, negotiating contracts, and monitoring performance and risk. Utilizing industry-specific CRM systems and portfolio management software can significantly elevate these efforts, ensuring efficiency and success in […]
How Hedge Funds Leverage Financial CRMs
Hedge funds rely on Customer Relationship Management (CRM) systems to streamline communication, streamline operations, enhance investor relations, and drive overall efficiency. By centralizing critical information, automating processes, and providing data insights, a good CRM allows hedge funds to build stronger relationships with investors, stay competitive, and scale their operations efficiently. Without an efficient CRM, hedge […]
Secure Data Exchange (SDX)
In the investment and asset management sector, seamless application integration is necessary to maintain and improve client relationships, drive efficiencies, and make informed decisions. Firms that are ahead of the curve consistently align the CRM as their data hub, while creating more automated integration “spokes” to the rest of their application ecosystem. Satuit’s SDX […]